Tag: 403(b)

Benefits | July 10th, 2014

Health Care Organizations Addressing Retirement Plan Engagement

July 10, 2014 (PLANSPONSOR.com) - Defined contribution retirement plan sponsors in the health care industry are becoming more proactive in...

Compliance | July 8th, 2014

Maintaining Non-ERISA 403(b) Status

July 8, 2014 (PLANSPONSOR.com) – Internal Revenue Service (IRS) regulations requiring more oversight for 403(b) plans make it harder for...

Compliance | July 8th, 2014

Insights into 403(b) Compliance

July 8, 2014 (PLANSPONSOR.com) – Changes to rules for employer-sponsored retirement plans are established with regularity, and sometimes it is...

Compliance | July 4th, 2014

Pre-Approved 403(b) Document Program Furthers Uniformity

July 3, 2014 (PLANSPONSOR.com) - 403(b) plan documents currently may be presented in a myriad of forms, but pre-approved prototype...

Benefits | July 1st, 2014

Increasing Participation in 403(b) Plans

July 1, 2014 (PLANSPONSOR.com) – With some exceptions, sponsors of 403(b) retirement plans, especially school systems, have problems getting employees...

Deals and People | July 1st, 2014

MassMutual Names Leader for Not-for-Profit Retirement Plans

July 1, 2014 (PLANSPONSOR.com) – MassMutual Retirement has appointed Vince Rainforth as the national practice leader for not-for-profit (NFP) retirement...

Ask the Experts | July 1st, 2014

(b)lines Ask the Experts – Deferral Amount Requirement for 403(b) Participation

July 1, 2014 (PLANSPONSOR (b)lines) – “I realize the Experts addressed the issue of 403(b) participants who must be counted...

Benefits | June 30th, 2014

Using 403(b) Employer Contributions as Compensation

June 30, 2014 (PLANSPONSOR.com) – Public K-12 school systems that offer 403(b) plans have an extra tool for solving certain...

Compliance | June 30th, 2014

IRS to Discuss 403(b) Pre-Approved Document Program

June 30, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a free phone forum about 403(b) retirement plans.

Opinions | June 27th, 2014

(b)est practices: Retirement Plan Communications: Compliance or Greatness?

June 27, 2014 (PLANSPONSOR.com) - Are you speaking to your employees or just at them?

Benefits | June 24th, 2014

Gens X and Y Educators Need Education About Retirement

June 24, 2014 (PLANSPONSOR.com) – Generations X and Y K-12 educators would prefer to learn about financial planning issues at...

Products | June 19th, 2014

Firm Rolls Out Recordkeeping Platform for K-12 403(b)s

June 19, 2014 (PLANSPONSOR.com) - FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has...

Deals and People | June 17th, 2014

Rocaton Adds 403(b) Expertise to Consulting Team

June 17, 2014 (PLANSPONSOR.com) – Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director,...

Ask the Experts | June 17th, 2014

(b)lines Ask the Experts – ERISA-Like Practices for non-ERISA 403(b)s

June 17, 2014 (PLANSPONSOR (b)lines) – “Do the Experts think Public K-12 school districts and other 403(b) plan sponsors that...

Compliance | June 16th, 2014

FINRA Fines Merrill Lynch Due to Sales Charges

June 16, 2014 (PLANSPONSOR.com) – The Financial Industry Regulatory Authority (FINRA) fined Merrill Lynch $8 million for failing to waive...

Ask the Experts | June 9th, 2014

(b)lines Ask the Experts – Determining Reasonableness of Fees

June 10, 2014 (PLANSPONSOR (b)lines) – “Thanks to the new service provider and fee disclosure requirements, I have a much...

Benefits | June 6th, 2014

Where There Is Room for Improvement in 403(b)s

June 6, 2014 (PLANSPONSOR.com) – While 403(b) plan sponsors are continuing to improve upon their plans to create better outcomes...

Opinions | June 6th, 2014

(b)est Practices: What Do You Know About Revenue Sharing?

June 6, 2014 (PLANSPONSOR.com) – What do you know about revenue sharing? If your answer is anything other than, “a...

Benefits | June 5th, 2014

Public Sector Needs More Retirement Readiness Help

June 6, 2014 (PLANSPONSOR.com) – The retirement readiness levels of employees in the public sector may not be as high...

Benefits | June 3rd, 2014

403(b)s Simplifying Investment Menus

June 3, 2014 (PLANSPONSOR.com) - Non-profit organizations that sponsor 403(b) plans are simplifying investment platforms by streamlining the options available...

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